Brookfield Infrastructure Partners L.P. (BIP) Stock Price & Analysis
Brookfield Infrastructure Partners L.P. (BIP) closed at USD 37.29 on Thursday, October 22, 2026, up 2.53% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 36.37; the Oct 22, 2026 session ranged USD 36.42–37.37 on volume of 681,700 shares. Market capitalization is $29.53B, with a 52-week range of USD 33.21–44.04 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 10:11 UTC.
Also available as compact Markdown for AI agents: nexqual.com/BIP.md
Key facts (BIP)
- Insider open-market purchases, last ~7 months: 1 Form 4 filing, $55K; 0 by opportunistic insiders, 0 by routine insiders.
- Analysts: Buy (mean 1.91 on a 1–5 scale) (11 analysts), mean target USD 46.6 (range 41–57).
- Total return with dividends: 1Y +12.4% vs S&P 500 +14.9%; 5Y +20.8% vs S&P 500 +80.3%.
- Next earnings: 2026-11-06, EPS estimate USD 0.11, revenue estimate $2.20B.
Insider purchases (SEC Form 4, open-market, last ~7 months) (BIP)
1 purchase, $55K. Private placements, offerings, dividend reinvestment and employee stock purchase plan buys are excluded.
| Trade date | Insider | Role | Shares | Value | Avg price | Insider type |
|---|---|---|---|---|---|---|
| 2026-05-01 | Krant David Tyler | Chief Financial Officer | 1,150 | $55K | 48.1 | Too little history (no open-market trades in 2023–2025) |
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (BIP)
Consensus Buy (mean 1.91 on a 1–5 scale), 11 analysts; mean target USD 46.6 (low 41, high 57).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-22 | CIBC | Target lowered | Outperformer | $47 → $44 |
| 2026-10-13 | Morgan Stanley | Target lowered | Overweight | $50 → $48 |
| 2026-08-03 | Citigroup | Target raised | Neutral | $37 → $41 |
| 2026-07-31 | CIBC | Target raised | Outperformer | $45 → $47 |
Total return (dividends reinvested) (BIP)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +12.4% | +20.8% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +12.5% | +3.8% |
| Volatility (annualized) | 21.9% | 27.3% |
| Max drawdown | -18.2% (Jul 2026→Sep 2026) | -49.3% (Mar 2022→Oct 2023) |
BIP suppliers, customers and competitors (named in its 20-F)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Supplier | Intel (INTC) | “Our semiconductor manufacturing facilities in the United States consist of two large-scale fabrication foundries in Arizona in partnership with Intel Corporation ("Intel"), one of the largest global semiconductor companies.” |
| Partner | Brookfield Infrastructure Corp (BIPC) | “Unless the context requires otherwise, when used in this annual report on Form 20-F, the terms "Brookfield Infrastructure", "we", "us" and "our" refer to Brookfield Infrastructure Partners L.P., collectively with the Holding LP, the Holding Entities and the operating entities but excluding BIPC and BIHC (each as defined below) and references to "our group" mean, collectively, BIPC, BIHC, their respective subsidiar…” |
| Partner | Bermuda | “Our partnership, Brookfield Infrastructure Partners L.P., is a Bermuda exempted limited partnership that was established on May 21, 2007 under the provisions of the Bermuda Exempted Partnership Act of 1992 ("Bermuda Exempted Partnerships Act") and the Bermuda Limited Partnership Act.” |
| Partner | Class A Preferred | “A portion of the proceeds of the Perpetual Subordinated Notes was used to redeem our Class A Preferred Limited Partnership Units, Series 7 on March 31, 2022, and the remainder for working capital purposes.” |
| Partner | Preferred Units and Our | “Unitholders and preferred unitholders only have a right to vote under limited circumstances as described in Item 10.B "Memorandum and Articles of Association—Description of Our Units, Preferred Units and Our Limited Partnership Agreement."” |
| Partner | Computershare | “The 2021 Alberta Finco Notes were issued pursuant to the first supplemental indenture, dated as of May 24, 2021, to the indenture, as of May 24, 2021 by and among Alberta Finco, our partnership, the other Group A Guarantors (other than Alberta Finco) and Computershare Trust Company, N.A. and Computershare Trust Company of Canada, as trustees (as supplemented by the first supplemental indenture, the "Alberta Finco …” |
| Partner | No | “No brokerage commissions are payable in connection with the purchase of our units under the distribution reinvestment plan and all administrative costs are borne by our partnership.” |
| Partner | Brookfield Infrastructure US Holdings I | “In addition, Holding LP, Bermuda Holdco (in the case of debt securities issued by Alberta Finco), Alberta Finco (in the case of debt securities issued by Bermuda Holdco), Brookfield Infrastructure Holdings (Canada) Inc. ("Can Holdco"), Brookfield Infrastructure US Holdings I Corporation ("US Holdco") and BIPC Holdings Inc. ("BIPC Holdings") (collectively, together with our partnership, "Guarantor Group A" or the "…” |
| Partner | GATX CORP (GATX) | “The fleet includes a broad mix of freight car types and the majority of the portfolio is jointly owned and operated in partnership with GATX, an industry-leading lessor with over 125 years of operating experience.” |
| Partner | Brookfield Wealth Solutions Ltd. (BNT) | “Brookfield currently manages, and expects in the future to manage, one or more Brookfield Accounts that include insurance- and reinsurance-related capital (including, for the avoidance of doubt, Brookfield Wealth Solutions Ltd., formerly known as Brookfield Reinsurance Partners ("BWS", and together with any other insurance and reinsurance-related Brookfield Accounts, the "Brookfield Credit & Insurance Solutions Ac…” |
| Partner | Brookfield Investments | “Our partnership exercised its right of first refusal in respect of all such Redeemable Partnership Units and issued 3,287,267 units to Brookfield Investments Corporation in full satisfaction of such redemption request.” |
| Partner | Amended and Restated | “2.Amended and Restated Limited Partnership Agreement of our partnership, as amended from time to time, described under Item 10.B. "Description of our Units, Preferred Units and our Limited Partnership Agreement";” |
| Partner | Inter Pipeline | “•"BIPC Exchangeable LP Units" are to the exchangeable units of BIPC Exchange LP, which were issued in connection with the acquisition by our partnership and our institutional partners of Inter Pipeline Ltd. ("IPL", "Inter Pipeline", or "Canadian diversified midstream operation"), and which provide holders with economic terms that are substantially equivalent to BIPC exchangeable shares and are exchangeable, on a o…” |
Quoted from the company's 20-F filed Mar 17, 2026.
Companies that name BIP in their SEC reports
| Relationship to BIP | Company | Filing | Sentence |
|---|---|---|---|
| partner | Brookfield Business Partners L.P. (BBUC) | 20-F Mar 31, 2026 | “If Brookfield determines that an opportunity is not suitable or appropriate for us, it may still pursue such opportunity on its own behalf, or on behalf of a Brookfield-sponsored vehicle, consortium or partnership such as Brookfield Property Partners, Brookfield Infrastructure Partners, Brookfield Renewable Partners and one or more Brookfield-sponsored private funds or other investment vehicles or programs.” |
| partner | Brookfield Infrastructure Corp (BIPC) | 20-F Mar 17, 2026 | “•the "partnership" are to Brookfield Infrastructure Partners L.P.;” |
| partner | GATX CORP (GATX) | 10-K Feb 19, 2026 | “On May 29, 2025, GATX entered into a definitive agreement to acquire railcars from Wells Fargo Bank, N.A. ("Wells Fargo") through a newly formed joint venture ("GABX" or the "GABX joint venture") with Brookfield Infrastructure Partners L.P. and its institutional partners (collectively, "Brookfield").” |
| supplier | DIGITAL REALTY TRUST, INC. (DLR) | 10-K Feb 13, 2026 | “The sale was completed subsequent to Brookfield's November 2023 acquisition of one of our customers, Cyxtera Technologies.” |
BIP analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.11 | $0.29 | -61.7% | $2.20B | 2 |
| Next quarter (ends Dec 2026) | $0.12 | $0.30 | -60.5% | $2.24B | 2 |
| Current fiscal year (ends Dec 2026) | $0.57 | $1.00 | -43.4% | $21.45B | 4 |
| Next fiscal year (ends Dec 2027) | $1.45 | $1.25 | +16.6% | $18.14B | 3 |
BIP options: expected move
Options price a move of about ±8.1% (±$3.03) by Nov 20, 2026, which includes earnings on Nov 6, 2026.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 26.1% | ±8.1% |
| Dec 18, 2026 | 56 | 24.5% | ±9.1% |
| Mar 19, 2027 | 147 | 23.0% | ±12.2% |
| Jun 17, 2027 | 237 | 27.3% | ±17.4% |
30-day implied volatility 21.4% vs 24.5% realized over the last 30 trading days. Put/call ratio (volume) 0.61. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 10:11 UTC)
| Price | USD 37.29 |
|---|---|
| Change | ▲ 2.53% (up) |
| Previous Close | USD 36.37 |
| Open | USD 36.2 |
| Day Range | USD 36.42 – 37.37 |
| 52-Week Range | USD 33.21 – 44.04 |
| Volume | 681,700 shares |
| Market Cap | $29.53B |
| Exchange | NYQ |
Technical Analysis (BIP)
Nexqual's technical model rates BIP "BUY" based on 5 bullish and 1 bearish signals across 127 daily candles, as of October 23, 2026 at 10:11 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 54.35 (neutral) |
| vs SMA50 | Above (USD 36.98) |
| MACD | 0.1 (positive) |
Analyst Ratings (BIP)
Wall Street analysts rate BIP "Buy" based on 11 analysts, with a mean price target of USD 46.6 (range USD 41–57), per Nexqual as of October 23, 2026 at 10:11 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 11 |
| Mean Target | USD 46.6 |
| High Target | USD 57 |
| Low Target | USD 41 |
| Buy / Hold / Sell | 9 / 2 / 0 |
Earnings (BIP)
| Next Earnings Date | 2026-11-06 |
|---|---|
| EPS Estimate | USD 0.11 |
| Revenue Estimate | $2.20B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD -0.07 vs est 0.24 ▼ miss |
| 2026-03-31 | USD -0.2 vs est 0.2 ▼ miss |
| 2025-12-31 | USD 0.45 vs est 0.27 ▲ beat |
| 2025-09-30 | USD 0.44 vs est 0.31 ▲ beat |
Source: Nexqual, October 23, 2026 at 10:11 UTC.
Financials & Fundamentals (BIP)
| Total Revenue | $25.06B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +19.40% |
| Gross Margin | +26.53% |
| Operating Margin | +22.77% |
| Profit Margin | +1.27% |
| ROE | +7.69% |
| Debt / Equity | 2.05 |
| Current Ratio | 0.89 |
| Total Cash | $3.51B |
| Total Debt | $66.79B |
Source: Nexqual, October 23, 2026 at 10:11 UTC.
Financial Health Score (BIP)
Nexqual rates Brookfield Infrastructure Partners L.P.'s overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 10:11 UTC.
| Growth | Solid — Revenue +10% YoY (annual) |
|---|---|
| Profitability | Solid — Gross margin 27%, operating 23% (last 12 months) |
| Balance Sheet | Critical — $3.51B cash vs $66.8B debt |
| Cash Flow | Solid — Operating cash flow $6.30B (TTM) |
| Efficiency | Mixed — ROE 8%, ROA 3.4% |
Ownership (BIP)
| Insider Ownership | +0.01% |
|---|---|
| Institutional Ownership | +62.51% |
| Shares Outstanding | 457.71M |
| Float | 453.84M |
Source: Nexqual, October 23, 2026 at 10:11 UTC.
Leadership (BIP)
Brookfield Infrastructure Partners L.P. is led by Samuel J. B. Pollock, CEO of Brookfield's Infrastructure business, per Nexqual as of October 23, 2026 at 10:11 UTC.
| CEO of Brookfield's Infrastructure business | Samuel J. B. Pollock |
|---|---|
| COO of Brookfield Infrastructure Partners Limited & Operating Partner of Infrastructure | Benjamin Michael Vaughan |
| Managing Partner & Co-President of Infrastructure | Scott Bennett Peak |
| Managing Partner & Co-President of Infrastructure | Stewart Upson BCom, CA |
| CFO of Brookfield Infrastructure Partners Limited & Managing Partner of Infrastructure | David Krant |
Major Backers & Investors (BIP)
Notable institutional backers of Brookfield Infrastructure Partners L.P. include Royal Bank of Canada, Bank of Montreal /CAN/, Principal Financial Group, Inc., according to Nexqual as of October 23, 2026 at 10:11 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Royal Bank of Canada | 11.16% |
| Bank of Montreal /CAN/ | 5.85% |
| Principal Financial Group, Inc. | 5.19% |
| Capital Group | 4.41% |
| Income Fund of America | 4.05% |
| Principal Funds, Inc-MidCap Fund | 3.3% |
| Capital International Investors | 2.91% |
| 1832 Asset Management L.P. | 1.6% |
Source: Nexqual, October 23, 2026 at 10:11 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| SRE | DBA Sempra | USD 84.77 | ▲ 1.52% |
| AES | The AES Corporation | USD 14.97 | ▼ 0% |
| AQN | Algonquin Power & Utilities Cor | USD 5.45 | ▲ 2.64% |
| AVA | Avista Corporation | USD 37.74 | ▲ 2.22% |
| UTL | UNITIL Corporation | USD 55.06 | ▲ 2.76% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 10:11 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt